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Disclosery

LPL Financial LLC: SMLF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LPL Financial LLC on SMLF, newest first. How the timeline and the estimate are built.

LPL Financial LLC held 1,593,475 SMLF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,593,475 shares
    Change vs previous 13F +48,633 shares

    0.03% of the 13F portfolio, value $142,042,330.

    13F-HR 0001403438-26-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,544,842 shares
    Change vs previous 13F +156,301 shares

    0.03% of the 13F portfolio, value $116,620,091.

    13F-HR 0001403438-26-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,388,541 shares
    Change vs previous 13F +207,319 shares

    0.03% of the 13F portfolio, value $103,973,936.

    13F-HR 0001403438-26-000001 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,181,222 shares
    Change vs previous 13F +217,367 shares

    0.03% of the 13F portfolio, value $87,823,821.

    13F-HR 0001403438-25-000006 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 963,855 shares
    Change vs previous 13F +332,983 shares

    0.02% of the 13F portfolio, value $65,493,924.

    13F-HR 0001403438-25-000005 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 630,872 shares
    Change vs previous 13F +149,460 shares

    0.02% of the 13F portfolio, value $39,214,991.

    13F-HR 0001403438-25-000003 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 481,412 shares
    Change vs previous 13F +61,597 shares

    0.01% of the 13F portfolio, value $32,495,333.

    13F-HR 0001403438-25-000002 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 419,815 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $27,854,735.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).